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Baker Tilly Wealth Management, LLC
CIK:0001840565
Investment Adviser
$5B AUM
275 holdings
Madison, WI, USA
Baker Tilly Wealth Management, LLC is an investment advisory firm
Investment Strategy
Not Found
Latest 13F Filing Activity
Baker Tilly Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 275 equity positions with a total 13F market value of $443M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Baker Tilly Wealth Management, LLC reduced exposure to Netflix Inc., Gartner Inc., Abbott Labs among others.
Top Buys
Top Holdings
Equity Positions (275)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 7.05% | $31.2M | 51,004 | $446.65 | $612.38 | +$2.6M |
D DFAT | DIMENSIONAL ETF TRUST | 4.60% | $20.3M | 349,554 | $57.68 | $58.21 | +$19.6M |
P PVAL | PUTNAM ETF TRUST | 3.70% | $16.4M | 383,637 | $38.63 | $42.72 | +$3.0M |
D DFAC | DIMENSIONAL ETF TRUST | 3.39% | $15.0M | 361,319 | $38.31 | $38.57 | +$14.2M |
D DFIV | DIMENSIONAL ETF TRUST | 3.31% | $14.6M | 317,587 | $45.19 | $46.12 | +$13.7M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+5.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%
SEMICONDUCTORS & RELATED DEVICES
+3.8%
COMMODITY CONTRACTS BROKERS & DEALERS
+3.2%
PHARMACEUTICAL PREPARATIONS
+2.3%
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